?>
Logo

EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEH has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEH
Employer identification number (EIN):231746895
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01SUSAN BARTELS2024-01-26
0012021-07-01SUSAN BARTELS2023-04-14
0012020-07-01SUSAN BARTELS2022-04-05
0012019-07-01SUSAN BARTELS2020-09-01
0012018-07-01SUSAN BARTELS2020-01-28
0012017-07-01SUSAN BARTELS2019-01-23
0012016-07-01SUSAN BARTELS2018-01-30
0012015-07-01SUSAN BARTELS2016-10-19
0012014-07-01SUSAN BARTELS2015-11-10
0012013-07-01SUSAN BARTELS2015-01-13
0012012-07-01SUSAN BARTELS2014-01-14
0012011-07-01MARYJEAN DESANDES2012-12-03
0012010-07-01MARYJEAN DESANDES2012-01-23
0012008-07-01MARYJEAN DESANDES

Plan Statistics for EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY

Measure Date Value
2008: EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY 2008 401k membership
Total participants, beginning-of-year2008-07-015
Total number of active participants reported on line 7a of the Form 55002008-07-014
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-014
Total of all active and inactive participants2008-07-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-018
Number of participants with account balances2008-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-011

Financial Data on EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY

Measure Date Value
2009 : EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY 2009 401k financial data
Transfers to/from the plan2009-06-30$0
Total plan liabilities at end of year2009-06-30$0
Total plan liabilities at beginning of year2009-06-30$0
Total income from all sources2009-06-30$-50,471
Expenses. Total of all expenses incurred2009-06-30$22,317
Benefits paid (including direct rollovers)2009-06-30$22,292
Total plan assets at end of year2009-06-30$173,889
Total plan assets at beginning of year2009-06-30$234,677
Value of fidelity bond covering the plan2009-06-30$25,000
Total contributions received or receivable from participants2009-06-30$1,935
Expenses. Other expenses not covered elsewhere2009-06-30$25
Contributions received from other sources (not participants or employers)2009-06-30$0
Other income received2009-06-30$-61,642
Net income (gross income less expenses)2009-06-30$-72,788
Net plan assets at end of year (total assets less liabilities)2009-06-30$173,889
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$234,677
Total contributions received or receivable from employer(s)2009-06-30$9,236
Value of certain deemed distributions of participant loans2009-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY

2008: EMPLOYEE BENEFIT PLAN OF BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054963-K
Policy instance 1
Insurance contract or identification number054963-K
Number of Individuals Covered8
Insurance policy start date2008-07-01
Insurance policy end date2009-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $88
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJEREMY CARBONE

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3